Securities, Commodities, and Financial Services Sales Agents

**Why Wells Fargo:**

Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S.

**About this role:**

Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.

Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role.

The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs.

**In this role you will:**

+ Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties:

+ Participate in building relationships with customers and spend time understanding required needs

+ Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs

+ Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers

+ Present recommendations for resolving inquiries and service requests regarding customers' accounts

+ Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers

+ Provide information to internal partners and external sources to further enhance the customer experience

+ Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs

+ Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs

+ Provide self-service digital banking options to customers

+ This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

**Required Qualifications:**

+ 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

+ 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience

+ 1+ year of building and maintaining effective relationships with customers and partners

**Desired Qualifications:**

+ Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration

+ State Insurance license(s)

+ Customer service focus with experience handling transactions across multiple systems

+ Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues

+ Strong verbal, written, and interpersonal communication skills

+ Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business

+ Ability to be proactive, innovative, and creative in meeting customer and enterprise needs

+ Ability to make client calls and actively participate in the sales development process

+ Knowledge and understanding of retail compliance controls, risk management, and loss prevention

+ Ability to follow policies, procedures, and regulations

+ High motivation with ability to successfully meet team objectives while maintaining individual performance

+ Experience mentoring and peer- coaching

+ Experience assessing customer needs and recommending products/services to fulfill those needs

+ Experience using business acumen to provide financial services consultation to small business customers

+ Knowledge and understanding of financial services consumer lending products

+ Ability to educate and connect customer to technology and share the value of mobile banking options

+ Ability to interact with integrity and professionalism with customers and employees

**Job Expectations:**

+ Ability to work a schedule that may include most Saturdays

+ Adherence to Wells Fargo sales practices risk management culture

+ Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required

+ For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment

+ State Insurance license(s) are required for this role and must be completed within a specified period

+ Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance

+ Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance

+ This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position

+ Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards

+ A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

+ This position is not eligible for Visa sponsorship

**Posting End Date:**

10 Oct 2024

***Job posting may come down early due to volume of applicants.**

**We Value Diversity**

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

**Applicants with Disabilities**

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

**Drug and Alcohol Policy**

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

**Wells Fargo Recruitment and Hiring Requirements:**

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

**Company:** WELLS FARGO BANK

**Req Number:** R-404840

**Updated:** Sat Oct 05 02:41:11 UTC 2024

**Location:** SCOTTSDALE,Arizona

**_The ideal person will live anywhere in the US - as a remote worker._**

The **Senior Field Sales Manager** for Wolters Kluwer (WK) Legal and Regulatory is responsible for prospecting new business in new customer accounts to support the execution of the Wolters Kluwer Legal & Regulatory sales strategy. You will be responsible for building and maintaining effective long-term relationships and ensuring a high level of satisfaction with your clients.

VitalLaw - Legal Research Database for Attorneys | Wolters Kluwer (https://www.wolterskluwer.com/en/solutions/vitallaw-law-firms)

**Essential Duties**

+ Continuously seek new sales opportunities within assigned territory

+ Execute and finalize the sales process to meet revenue targets. Meet with potential clients face-to-face as required, via webcast, or phone, discussing, documenting and fully understanding client business needs and goals.

+ Own and coordinate all sales activities.

+ Build and maintain strong, long-lasting client relationships.

+ Negotiate contracts and close agreements to maximize profits.

+ Develop trusted advisor relationships with key accounts, customer stakeholders and executive sponsors.

+ Track and analyze sales statistics based on key quantitative metrics.

+ Utilizes sales tech stack including Outreach.io, Chorus.ai, ZoomInfo, LinkedIn/LinkedIn Sales Navigator, etc. in daily sales & retention workflow.

+ Maintains current records within SalesForce.com in accordance with company policies and expectations.

+ Ability to network and expand network of contacts.

+ Performs other duties as assigned by supervisor.

**Education**

Bachelor's degree in business or related discipline or equivalent experience

**Experience**

+ 3+ years proven track record of exceeding sales targets

+ Solid networking and prospecting skills

+ Must have proven experience in conducting demonstrations (demos) of solutions.

+ Negotiating and influencing business decisions.

+ Closing skills

+ Demonstrated ability to take initiative, be proactive, and think independently, and anticipate needs related to future work.

+ Solid understanding of business, financials, products/services and the market, preferably with a reputation for providing a level of expert knowledge within your industry.

+ Strong people skills, including the ability to partner both internally and externally.

+ Ability to manage own territory/account and monitor resources accordingly.

+ Demonstrated experience conveying value proposition to clients.

+ Excellent presentation skills

+ Intermediate to advanced Microsoft Office Suite knowledge and experience (Word, Excel, PowerPoint, and Outlook).

+ Experience utilizing Customer Relationship Management software.

**Preferred:**

+ Previous experience with SalesForce.com

+ Previous experience with Outreach.io

+ Previous Account Management experience with a cloud based/SaaS solution

**Travel requirements**

+ Up to 30% for conferences, team meetings or to visit prospects/customers.

\#LI-Remote

EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

At National Bank of Arizona, we’re a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders, and each other the best possible tools, resources, and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 35 years later, our approach hasn’t changed. At NBAZ, the possibilities are endless – come for the job, stay for a career.

NBAZ is looking for an experienced Corporate Banking Relationship Manager to join our Metro Phoenix Team. Top candidates will be responsible for managing and growing a portfolio of corporate clients and provide tailored financial solutions to meet their needs. Top candidates will have extensive knowledge of the Phoenix market and surrounding communities with proven success attracting new business relationships while deepening our existing customer relationships.

This position focuses on identifying appropriate lending, Treasury Management, and Capital Markets opportunities, soliciting and developing all ty pes of business activity, specializing in commercial loans, participating in the development and recommendation of overall commercial loan objectives, policies and practices.

Essential Functions:

+ Support the development and maintenance of profitable corporate banking relationships.

+ Proactively seek new corporate banking and capital markets opportunities, leveraging market intelligence and personal networks.

+ Establish, develop and maintain an aggressive prospect calling program to determine the scope of potential relationship opportunities and alignment with NBAZ core values and strategic objectives.

+ Interpret and implement commercial loan policies and contribute effectively to a sound and profitable loan portfolio with maximum income and minimum losses.

+ Minimize problem credit and/or delinquencies by maintaining high credit standards, good documentation procedures and timely collection efforts.

+ Make loan presentations and decision recommendations to senior lenders and/or loan committees.

+ Participates in the completion of transactions with the sales team.

+ Other duties as assigned.

Qualifications:

A four-year college degree in business, accounting, or finance is strongly preferred with 8+ years of direct commercial lending in C&I, or other complex commercial lending. An equivalent combination of education and experience may meet qualifications. Knowledge of commercial loans, credit and/or related lending processes and procedures is required.

+ Local candidates highly preferred. This role requires knowledge of local networks with expertise and pipelines in surrounding AZ communities.

+ Knowledge of commercial credit analysis, spreading and analyzing financial statements, credit scoring, documentation, etc.

+ A demonstrated ability to develop and maintain major banking relationships in Arizona is strongly preferred.

+ Experience with Treasury Management, Investment Banking/Advisory, Debt and Capital Markets Sales and Trading for derivative products (Interest Rates, Commodities, and Foreign Exchange).

+ Direct experience with back office and accounting related items pertaining to deal transactions and derivative profit and loss is preferred.

+ Detail oriented, ability to work under pressure, manage multiple priorities, meet deadlines, and work independently.

+ Excellent verbal, written, and interpersonal skills with strong financial and credit analysis skills are essential to this role.

+ Creative problem solving, negotiation and presentation skills.

+ This position is in-office and houses out of our Biltmore Corporate Center in Phoenix, AZ

Benefits:

+ Medical, Dental and Vision Insurance - START DAY ONE!

+ Life and Disability Insurance, Paid Parental Leave and Adoption Assistance.

+ Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts.

+ Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays.

+ 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience.

+ Mental health benefits including coaching and therapy sessions.

+ Tuition Reimbursement for qualifying employees.

+ Employee Ambassador preferred banking products.

Req ID: 065429

Equal Opportunity Employer

It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.

If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at (801) 844-7628, Mon.-Fri. between 9 a.m. - 5 p.m. MST.

Click here to view applicable Federal, State and/or local employment law posters.

At National Bank of Arizona, we’re a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders and each other the best possible tools, resources and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 35 years later, our approach hasn’t changed. At NBAZ, the possibilities are endless – come for the job, stay for a career.

NBAZ is looking for an experienced Branch Relationship Banker to join Arizona’s #1 Community Bank in our Sonoita branch. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you!

Essential Functions:

+ Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Duties may include new accounts, consumer loans, and performing client services issues.

+ Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource.

+ Responsible for making appropriate referrals for other bank products and services, including commercial lending products.

+ Follows up with clients as needed.

+ May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans.

+ Responsible to resolve customer service issues.

+ Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer.

+ May be responsible for processing cash transactions and other customer service duties within the branch.

+ Other duties as assigned.

Qualifications:

+ High School diploma or equivalent and 1+ years' experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications.

+ Previous experience in a financial sales representative-oriented role preferred.

+ Working knowledge of mathematical calculations and standard banking products, services and transactions.

+ Solid knowledge of all retail products and services. Basic knowledge of consumer lending applications.

+ Proven customer service, interpersonal and communication skills, both verbal and written.

+ Effective selling, cross-selling and referral skills.

+ Solid mathematical, problem-solving and negotiation skills.

+ Solid interpersonal & relationship building skills.

+ Strong attention to detail and time management.

+ Proficient in basic computer skills.

+ Bilingual proficiency in English and Spanish languages, is preferred.

Schedule: Monday – Friday: 8:15 AM – 5:15 PM; 40 hours/week

Benefits:

+ Medical, Dental and Vision Insurance - START DAY ONE!

+ Life and Disability Insurance, Paid Parental Leave and Adoption Assistance.

+ Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts.

+ Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays.

+ 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience.

+ Mental health benefits including coaching and therapy sessions.

+ Tuition Reimbursement for qualifying employees.

+ Employee Ambassador preferred banking products.

Req ID: 065496

Equal Opportunity Employer

It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.

If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at (801) 844-7628, Mon.-Fri. between 9 a.m. - 5 p.m. MST.

Click here to view applicable Federal, State and/or local employment law posters.

At National Bank of Arizona, we’re a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders, and each other the best possible tools, resources, and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 35 years later, our approach hasn’t changed. At NBAZ, the possibilities are endless – come for the job, stay for a career.

NBAZ is looking for an experienced Commercial Lending Relationship Manager to join our East Valley Team. Top candidates will have extensive knowledge of the East Valley and surrounding communities with proven success attracting new business relationships while deepening our existing customer relationships.

This position focuses on identifying appropriate lending opportunities, soliciting and developing all types of business activity, specializing in commercial loans, participating in the development and recommendation of overall commercial loan objectives, policies and practices.

Essential Functions:

+ Support the development and maintenance of profitable commercial banking relationships.

+ Establish, develop and maintain an aggressive prospect calling program to determine the scope of potential relationship opportunities and alignment with NBAZ core values and strategic objectives.

+ Interpret and implement commercial loan policies and contribute effectively to a sound and profitable loan portfolio with maximum income and minimum losses

+ Minimize problem credit and/or delinquencies by maintaining high credit standards, good documentation procedures and timely collection efforts.

+ Make loan presentations and decision recommendations to senior lenders and/or loan committees.

+ Participates in the completion of transactions with the sales team.

+ Other duties as assigned.

Qualifications:

A four-year college degree in business, accounting, or finance is strongly preferred with 2+ years of direct commercial lending in C&I, or other complex commercial lending. An equivalent combination of education and experience may meet qualifications. Knowledge of commercial loans, credit and/or related lending processes and procedures is required.

+ Local candidates are highly preferred. This role requires knowledge of local networks with expertise and pipelines in surrounding AZ communities.

+ Knowledge of commercial credit analysis, spreading and analyzing financial statements, credit scoring, documentation, etc.

+ A demonstrated ability to develop and maintain major banking relationships is strongly preferred.

+ Applies highly advanced technologies, scientific principles, theories, and concepts in decision-making and problem-solving activities.

+ Requires an in-depth knowledge of related fields and the ability to apply that information to the current role.

+ Detail oriented, ability to work under pressure, manage multiple priorities, meet deadlines, and work independently.

+ Excellent verbal, written, and interpersonal skills with strong financial and credit analysis skills are essential to this role.

+ Creative problem solving, negotiation and presentation skills.

+ Bilingual proficiency in English and Spanish languages, is preferred.

Benefits:

+ Medical, Dental and Vision Insurance - START DAY ONE!

+ Life and Disability Insurance, Paid Parental Leave and Adoption Assistance.

+ Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts.

+ Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays.

+ 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience.

+ Mental health benefits including coaching and therapy sessions.

+ Tuition Reimbursement for qualifying employees.

+ Employee Ambassador preferred banking products.

Req ID: 064552

Equal Opportunity Employer

It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.

If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at (801) 844-7628, Mon.-Fri. between 9 a.m. - 5 p.m. MST.

Click here to view applicable Federal, State and/or local employment law posters.

CycleBar is seeking an assistant sales /studio manager for our state-of-the-art location in McCormick ranch. Our Assistantl Managers are passionate about fitness and delivering a superior experience. They prioritize driving sales and revenue within the studio. ASM are responsible for supporting the General manager in meeting studio sales goals, membership renewals and ancillary service goals by pre-planning with strategic new customer outreach, in-club leads (first time riders) and securing member referrals. Under the management of a Franchise Owner, national sales director, and the support of a CycleBar Experience team, Sales Managers must exemplify leadership qualities in all areas of the business. General Managers must have the ability to build lasting relationships with prospective and current members in order build a strong ambassadorship and retain members. The General Manager is rooted in hospitality and upholds our Mission of fueling energetic communal experience. Requirement: * 2+ years of retail/service sales or fitness sales experience. * Confident in generating personal sales and training Sales Reps in sales. * Ability to manage and drive 2 revenue streams: memberships and retail. * Must be fluent in English and have excellent communication and strong interpersonal skills in person, on the telephone and via email * Ability to excel in a fast changing, diverse environment. * Ability to recognize areas of improvement and make changes using good judgment. * An affinity and passion for fitness. * Solid writing and grammar skills. * Highly organized, proficient in data management, ability to prioritize and meet deadlines. * Professional, punctual, reliable and neat. * Strong attention to detail and accuracy. * Trustworthy and ability to handle confidential information. * Ability to work harmoniously with co-workers, clients and the general public. * Proficiency with computers and Studio software. * Weekend. hours Mandatory- Friday-Monday Duties: * Lead generation including Grass Roots Marketing and Networking * Membership sales * Manage staff schedule * Supervise CBX Teams * Maintain cleanliness and organization of the Studio * Schedule and participate in networking/community events and studio promotions * Strategically manage marketing campaigns to generate leads for the studio * Any other duties as assigned Responsible for the acquisition of new members and the retention of existing members * Conversion of non-membership based users to membership base * Conduct pre-planning activities each month including strategic outreach, for securing first time rider/lead flow * Build rapport and lasting relationships with prospective and current members. Embrace hospitality and drive the Cyclebar Culture. * General Manager will actively coach, train and educate our CBX team on Hospitality and Sales Conversion tactics. Manager will work with owner on team accountability * Working with Studio Owner on setting Monthly, weekly, and daily targets for meeting goals * Driving Referral business through ambassadorship Compensation & Benefits: * This position offers competitive hourly rate + Commission; based on experience & performance. * Commission paid on sales * Opportunity to bonus, based on performance * Complimentary CycleBar Classes at Studio Company Overview: CycleBar is the world's first and only Premium Indoor Cycling™ franchise. We offer concierge-level service, premium amenities, and an invigorating, concert environment designed to Rock Your Ride. We are an inclusive, inspiring, low-impact/high-intensity cycling experience for all ages and body types. No matter where you are in your fitness journey, CycleBar will calm your mind, elevate your mood and revive your senses.

Join Xylem in the global mission to #LetsSolveWater! As a leading water technology company with 23,000 employees operating in over 150 countries, Xylem is at the forefront of addressing the world's most critical water challenges. We invite passionate individuals to join our team, dedicated to exceeding customer expectations through innovative and sustainable solutions.

The Sr. Regional Sales Manager is responsible for the successful attainment of Disinfection Equipment sales to the industrial market space directly to end users and through utilizing 3rd Party Channel Partners (CP). Our market verticals include beverage, bottling, food processing, pharmaceutical, manufacturing, aquaculture, and power generation. The successful candidate will draw on a multitude of resources and cultivates relationships with end users and partners to create, manage, and execute effective, high-ROI joint business plans. This role requires a demonstrable competence of the technical capabilities of Xylem’s solution portfolio and, more importantly, the business acumen and managerial skill to develop and execute bold strategic plans to generate new business opportunities for CPs to pursue where those solutions will fulfill a need or create value for enterprise customer organizations. This role must act with a sense of urgency as it acts as a business advisor connecting our customers and partners with Xylem resources to drive disinfection equipment sales.

The Regional Sales Manger will manage a territory covering several western states in the United States as well as Canada. The position is a remote position with a preferred home base of Texas, Arizona or Colorado. The Regional Sales Manager will own the sales targets for their territory and work closely with our Business Development Managers who are focused on growing sales in specific disinfection product lines.

**What we can offer you**

Our Total Rewards Program goes far beyond base compensation by providing a more fulfilling work experience and offering a competitive benefits package.

+ Health, Dental, and Vision insurance available on your 1st day of employment

+ Generous retirement saving plan

+ Self-managed time off

+ Career progression and development plans

+ Company wellness, rewards and recognition, and employee discount programs

**Core Responsibilities and Tasks**

• Manages Partner Plus Program which tracks the performance of our key channel partners to encourage growth

• Collaborates with strategic partners to accurately forecast opportunities

• Creates, manages and executes effective, high - ROI joint business plans with 3rd parties

• Coordinates with Xylem’s corporate headquarters to ensure all legal agreements with 3rd party companies are documented accurately

• Organizes and coordinates manufacturers’ representative events such as trainings and sales meetings

• Smaller scope of geographical and revenue responsibility

• Facilitates best practice sharing across division for improved partnerships and customer support

• Smaller number of Channel Partners (Partner types or categories of partners) - (More in line with complexity of partnerships)

• Smaller scope of geographical and revenue responsibility

• Other duties as assigned

**Position Requirements**

FORMAL EDUCATION:

Required:

High School Diploma or equivalent

3-5 years of experience

Preferred:

BA/BS preferred

**Knowledge & Experience**

Required:

• Strong communication skills

• Intra-departmental communication for purpose of alignment/information sharing

• Competent Level of understanding of Xylem's suite of products and services and how the business partner can leverage it to meet client needs

• Basic competency of the elements of commerce and industry and their impact on the business partner

• Ability to develop and execute on a plan aligned with the strategic goals of both the partner and Xylem

• Ability to leverage multiple resources and navigate Xylem processes to drive stated results

• Ability to complete sales with little to no supervision

• Demonstrates strong ability to identify and cultivate sales from new and/or existing customer

• Must have an acceptable driving record to be insurable to drive for company business

• Basic understanding of ERP and CRM systems

• Fluency in Microsoft Office applications (Outlook, Word, Excel)

**TRAVEL REQUIREMENTS:** 20% to 60%

Salary range:

$70,500.00 - $126,500.00

Join the global Xylem team to be a part of innovative technology solutions transforming water usage, conservation, and re-use. Our products impact public utilities, industrial sectors, residential areas, and commercial buildings, with a commitment to providing smart metering, network technologies, and advanced analytics for water, electric, and gas utilities. Partner with us in creating a world where water challenges are met with ingenuity and dedication; where we recognize the power of diversity, equity and inclusion in driving innovation and allowing us to compete more effectively around the world.

At Xylem, you'll not only contribute to solving water issues but also have the chance to make a difference through our paid Volunteer Program, Xylem Watermark. We embrace diversity and prioritize our employees' well-being through our DE&I initiatives and Employee Resource Groups (ERG). Proud to be an Equal Employment Opportunity (including disability and veterans) and Affirmative Action workplace, Xylem fosters an inclusive environment free from discrimination or harassment.

Please note that the information in this job description outlines the general nature of the position and is not an exhaustive list of duties. Xylem is dedicated to providing reasonable accommodations to enable all employees to perform their essential job functions. We reserve the right to modify this job description and assign additional duties as needed. Embrace the opportunity to be part of Xylem's transformative journey in shaping the future of water technology! #XylemCareers #GlobalImpact #WaterInnovation

**_*You may be based from a remote home office location anywhere in or near TN or NC*_**

As an **Account & Relationship Management Executive** for Wolters Kluwer Health Learning Research & Practice, you will be responsible for building and maintaining effective long-term relationships and a high level of satisfaction with decision makers and influencers within an assigned group of customer accounts. You will develop and implement a comprehensive sales plan that includes new and existing sales strategies for large key accounts; maintain post-sales contact with large or strategic clients in order to facilitate a positive and productive long-term relationship; communicate with customers with regards to any account problems and discuss customer concerns and suggestions; focus efforts on product feedback, enhancement, upgrades, and development and report suggestions to and develop solutions with sales, order processing, and customer support team. Your focus will be on selling digital access to medical journals, books, databases, and other online tools to medical and academic institutions. You will be calling primarily on medical librarians, as well as CNO’s, CMO’s, CIO’s, Nurse Educators, faculty, Deans, and clinicians. You will both expand and grow the existing customer base through strong product knowledge, effectively understanding customer needs and adeptly positioning Ovid’s content and value proposition with our customers. You will be accountable for all revenue generating activity within the territory accounting for $10.0 M+ in annual revenue. You will report to the Manager, Account & Relationship Management – Health Learning Research & Practice.

**YOU WILL** **:**

+ Learn Ovid’s suite of products

+ Plan, organize, and implement sales strategy for the territory

+ Maintain existing customer base in territory

+ Prospect and develop new business within territory

+ Prepare proposals and provide information regarding terms of sales, and delivery dates, based on customer needs

+ Send accurate weekly forecast updates to Manager/Director of Sales

+ Travel within territory and meet required customer facing activity each month

+ Achieve sales objectives set forth for the territory

+ Participate in regional and/or national trade shows occasionally

+ Participate in company sales meetings annually

+ Maintain and update Salesforce.com with contacts, meetings, proposals, etc.

+ Learn internal (quote/accounting) systems

+ Communicate regularly with Inside Sales Representative (support) to ensure timely delivery of renewals and identify up-sell opportunities.

+ Have weekly calls with manager to discuss forecast and pipeline opportunities and perform other duties as assigned

**YOU HAVE:**

**Education:** Bachelor’s degree or equivalent relevant work experience; MBA/Master’s degree preferred

**Minimum Experience:**

3 or more years in comparable B2B sales or account management role including the following:

+ Ability to manage own territory/account and monitor resources accordingly

+ Developing and qualifying prospect lists

+ Forecasting and reporting on sales activity using a CRM tool

+ Collaborating with multiple internal and external stakeholders

+ Conducting product demonstrations live and via online meeting tools

+ Solid understanding of business, financials, products/services and the market, preferably with a reputation for providing a level of expert knowledge within your industry

+ History of consistent over-quota achievement in a highly competitive market

+ Excellent communication (both written & oral) and presentation skills

+ Proficiency with MS Office suite (Word, Excel, PowerPoint, Outlook) and Salesforce.com or other comparable CRM applications

+ Proficiency with virtual collaboration/presentation tools (MS Teams, Webex, etc.)

**Preferred Experience:**

+ Prior experience selling to clinical or academic institutions

+ Working knowledge of healthcare market

**Travel Requirements** :

+ Up to 50% travel within territory for customer visits, sales meetings and trade shows

The above statements are intended to describe the general nature and level of work performed by employees assigned to this job. They are not intended to be an exhaustive list of all duties, responsibilities, and qualifications as these may vary depending on location and line of business. The specific requirements may differ due to local or regional differences.

\#LI-Remote

EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

As a Senior Strategic Account Manager, you will maintain client relationships with key target accounts that have a major strategic impact on the long-term success of the organization. You will identify cross/up and repeat sales opportunities and work to resolve any issues or concerns and ensure customer satisfaction.

**Responsibilities:**

+ Leads the development and execution of the strategic account plans at key, named accounts.

+ Drives new business development. Will research, qualify, contact, present and close new clients based on an assigned territory or market segment.

+ Continuously develops relationships with priority customer stakeholders, understands their key business issues, and recommends ways to deliver value.

+ Liaison between the field and Global Accounts teams as it relates to pursuing new agreements, Value-Add/Total Cost of Ownership (TCO) commitments and increasing customer wallet-share.

+ Maintains and manages a pipeline of opportunities at named accounts, including renewals, projects, and share improvement opportunities.

+ Communicates customer activity, opportunity status, renewal status, and strategic plan progress to management.

+ Leads solution development efforts that best address customer needs.

+ Engages supplier sales resources to enlist their support and create solutions.

+ Expert in strategic selling and takes the lead in high level sales engagements. Provides pre and post-call coaching to branch sales team.

**Qualifications:**

+ High School Degree or Equivalent required; Bachelor’s Degree preferred.

+ 5+ years proven sales experience as a strategic account manager of large account portfolios

+ Experience managing multiple stakeholders and projects.

+ History of success maintaining and developing key relationships.

+ Success in strategic planning, resource allocation, leadership techniques, production methods and coordination of people and resources.

+ Sales experience with commercial audio-visual applications and supporting enterprise clients.

+ Ability to understand where potential exists in assigned accounts and can recognize and create opportunities.

+ Excellent communication and interpersonal skills with an aptitude for building strong client relationships.

+ Strong negotiation and problem-solving skills.

+ Proficiency with CRM software and Microsoft Office.

+ Self-starter and able to work efficiently under pressure.

+ Ability to travel up to 25%.

_Wesco International, Inc., including its subsidiaries and affiliates (“Wesco”) provides equal employment opportunities to all employees and applicants for employment. Employment decisions are made without regard to race, religion, color, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, or other characteristics protected by law. US applicants only, we are an Equal Opportunity and Affirmative Action Employer._

**_Los Angeles Unincorporated County Candidates Only_** _: Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act._

Requisition ID: 64585

**ABOUT WHIRLPOOL CORPORATION:**

Whirlpool Corporation (NYSE: WHR) is a leading kitchen and laundry appliance company, in constant pursuit of improving life at home and inspiring generations with our brands. The company is driving meaningful innovation to meet the evolving needs of consumers through its iconic brand portfolio, including Whirlpool, KitchenAid, JennAir, Maytag, Amana, Brastemp, Consul, and InSinkErator. In 2023, the company reported approximately $19 billion in annual sales, 59,000 employees, and 55 manufacturing and technology research centers. Additional information about the company can be found at WhirlpoolCorp.com.

**The team you will be a part of:**

The Field Sales team develops and manages relationships through phone and on-site visits. Negotiates partnership agreements to achieve desired revenue and profitability objectives. Drives joint partner/channel sales opportunities. Uses sales tools for accurate forecasting of current and future business.

JennAir, the premier luxury brand of Whirlpool Corporation , is seeking qualified candidates for a JennAir Regional Sales Manager, responsible for the Western U.S. Sales Team. In this role, you will be a part of a dynamic, passionate, and pioneering team working to grow the JennAir Brand in the luxury appliance industry. While this is a regional and remote position with travel as needed to the client’s site(s), the candidate will ideally live in the Western U.S Market. The JennAir sales leaders excel at being comfortable with ambiguity, highly collaborative, creative, and results-oriented. The luxury appliance industry is highly competitive, and the successful candidate will be a leader who is resilient and demonstrates a Spirit of Winning attitude in everything they do.

**This role in summary:**

The JennAir Regional Sales Manager is the Western U.S leader of a specialized salesforce exclusively focused on the growth of the JennAir Brand in their market. The successful candidate will be tasked with applying a multi-faceted approach in delivering business objectives through:

+ Leadership and development of 10 commissioned sales market managers in the Western U.S. market.

+ Ability to drive profitable and sustainable growth through collaboration with our key accounts in both the retail and builder segments of the luxury appliance segment.

+ Building relationships and collaborating with designers, architects, and influencers in the region.

**Your responsibilities will include:**

+ Ability to attract, develop, and retain talent.

+ Creation and execution of retail/builder strategies in their market, achieving revenue and profit targets.

+ Ability to manage a P&L and assess trade-off decisions.

+ Ownership in the development, financial assessment, and execution of trade programs, with a goal of maximizing revenue, margin, and market share goals for the JennAir brand.

+ Responsible for leading the development of a robust pipeline of local and regional builder business

+ Consistently identifying and capitalizing on opportunities in the market. A growth-mindset.

+ Ability to effectively lead, support, and develop the sales team to better manage day-to-day activities with key trade customers including operations, forecasting, merchandising, displays, training, marketing, contract pipeline, and more.

+ Masterfully partner with our cross-functional partners (e.g. brand, marketing, product, and mass brand sales team) to find creative ways to win in the marketplace.

**Minimum requirements:**

+ Bachelor’s Degree

+ 3+ years of experience in Sales Leadership role

+ Proven track record of results and growth

+ Strategic selling and negotiating experience

+ Experience in the development and coaching of high-performance teams

+ Impeccable communication skills and detailed follow-up

**Preferred skills and experiences:**

+ Experience working in a cross-functional environment (face to face and remote); thrives in a team environment and promotes positive team spirit, reinforcement, and engagement

+ Deep understanding of the luxury landscape (including beyond appliances)

+ Challenges continuously to achieve excellence and drive transformation

+ Aligned with the culture, mission, and principles of the team

+ Excellent communication skills and executive presence

+ Simplifies the complex and sees “around the corner”

+ Get things done through excellent collaboration

+ Inquisitive persona and passion for learning

**Additional information:**

Compensation: $145,000 - $180,000 + Annual Bonus

Visit Whirlpool Careers here (https://www.whirlpoolcareers.com/work-with-us-ca-experienced/) for Benefits information

Whirlpool’s Ways of Working -

Our goal is to provide an environment that helps you bring your best to Whirlpool every day. We apply ‘always on’ flexibility to all work days. You will have the autonomy to manage personal, family, and outside-of-work commitments as needed. Employees in this role work in person Monday through Thursday with the option to work remotely on Friday. We offer other flexibility and industry-leading time-off benefits that will help you balance what’s important at work and at home, including:

+ Flexible Friday - Option to work extra hours Monday through Thursday to finish up work early on Friday.

+ Two-Week Work Remote from Anywhere - Minimum of one-week increments for a total of two weeks per year.

+ Sabbatical - Four weeks paid leave after every five years of service.

\#LI-KH1

Connect with us and learn more about Whirlpool Corporation. See what it's like to work at Whirlpool by visiting Whirlpool Careers (http://www.whirlpoolcareers.com/) . Additional information about the company can be found on Facebook (http://www.facebook.com/WhirlpoolCorp/) , Twitter (http://twitter.com/whirlpoolcorp) , LinkedIn (http://www.linkedin.com/company/whirlpool-corporation/life/) , Instagram (http://www.instagram.com/whirlpoolcorp/) and YouTube (http://www.youtube.com/user/WhirlpoolCorporation) . At Whirlpool Corporation, we value and celebrate diversity. Whirlpool Corporation is committed to equal employment opportunity and prohibits any discrimination on the basis of race or ethnicity, religion, sex, pregnancy, gender expression or identity, sexual orientation, age, physical or mental disability, veteran status, or any other category protected by applicable law.